Mark Peiler

BNC National Bank (Glendale, Arizona) provides banking and wealth management services. The firm offers personal banking and business banking, lockbox, mortgage, online banking, wealth management, and health savings accounts services. The company is headquartered in Glendale, AZ.

PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts.

CFA Society of Minnesota operates as a non-profit organization of financial analysts, portfolio managers, and other investment professionals. It offers educational programming, career resources, membership support, networking, and leadership opportunities. The company was founded on September 8, 1952 and is headquartered in Minneapolis, MN.